crm

Parse person or company targets, check duplicates, and populate CRM entries.

Updated Jan 15, 2026
One-click install
npx skills add https://github.com/leto-labs/jarvis-template --skill crm
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/leto-labs/jarvis-template/tree/main/skills/crm
Command: npx skills add https://github.com/leto-labs/jarvis-template --skill crm

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Researching people and companies and adding them to a CRM with smart linking and relationship context.

Core Features & Use Cases

  • Entity detection and duplicate checks for person and company records
  • Smart linking to connect people to companies and build relationship context
  • Create or update CRM entries with sources, research dates, and preserved notes
  • Support for discovering related entities (people at a company or companies for a person) to enrich the CRM

Quick Start

Run the CRM skill with /crm and provide a person name, company name, or domain to start researching.

Frequently Asked Questions about crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CRM research for people and companies?

Automate CRM research by parsing an input name, company, or domain to detect entities, check duplicates via email and LinkedIn, gather web data, and populate linked CRM entries.

What is the best way to link people to companies in a CRM database?

Linking people to companies in a CRM database involves parsing input targets, checking for duplicate records, and creating or updating entries with relationship context and web research data.

How do I check for duplicate CRM contacts before adding new entries?

Check for duplicate CRM contacts by matching new input against existing records using email addresses, LinkedIn profiles, and names before creating or updating person and company entries.

Can I update existing CRM entries without losing my notes and history?

Update existing CRM entries while preserving user-added notes and history by gathering supplementary web research data and appending sources and research dates to the current record.

Does CRM automation work with just a company domain to find related people?

CRM automation works with a company domain by parsing the input to target the company, gathering web sources, and discovering related people to enrich the CRM with linked relationships.